Commercial Services Associate

Cambrian Credit Union Limited; Winnipeg; Presencial; CAD 48.000 - 60.000; Jornada completa

Descripción de la vacante

Cambrian Credit Union is seeking a Commercial Services Associate to join our Business Services team. This entry-level role offers hands-on experience in commercial lending, financial analysis, risk management, and industry evaluation, with opportunities for progression after a 6–10 month training period.

You will work with mid-market businesses to tailor lending and treasury solutions, building foundational skills for future roles in relationship management or credit analysis within Commercial

Formación

• Post-secondary education in commerce, finance, economics, accounting, marketing, or business administration preferred.
• Reading and interpreting financial statements.
• Strong accuracy, member focus and results orientation.
• Proficient in Outlook, Word & Excel.
• Ability to work in a diverse environment with shifting priorities.
• Strong analytical, communication, and interpersonal skills.
• Self-motivated and able to work independently or in a team.
• Demonstrated interest in financial services and commercial banking.

Responsabilidades

• Learn and apply the fundamentals of commercial lending, including credit analysis, risk assessment, and industry research.
• Collaborate with Commercial Relationship Managers and Credit Analysts to support client needs and develop customized financial solutions.
• Analyze financial statements and assess borrower risk profiles to support lending decisions.
• Contribute to the preparation of internal credit presentations and documentation.
• Support the onboarding and servicing of commercial members
• Learn and apply the fundamentals of Cambrian Commercial products and service offerings to effectively communicate their features and benefits to members and co-workers.

Educación

Post-secondary education in commerce, finance, economics, accounting, marketing, or business administration

Herramientas

Outlook

Microsoft Word

Microsoft Excel

Descripción del empleo

As a locally based financial institution, Cambrian Credit Union is known for working within our community. Everything we do at Cambrian is guided by our five simple values: Integrity and Honesty; Member Focused; Competitive; Community Involvement; Innovative Spirit.

Cambrian Credit Union is seeking a Commercial Services Associate to join our Business Services team.

This is an exciting introductory opportunity to launch your career in the dynamic and essential world of Commercial lending. As an Associate, Commercial Services, you will gain hands-on experience in financial analysis, risk management, and industry evaluation. You will work closely with mid-market businesses, helping them achieve their financial and operational goals through tailored lending and treasury solutions.

After completing the initial 6-10-month training and coaching period, successful candidates may progress to the role of Commercial Relationship Manager or Credit Analyst. Long-term career opportunities include positions in sales/relationship management, and risk management within Commercial Services.

In the role of Commercial Services Associate, you will:

• Learn and apply the fundamentals of commercial lending, including credit analysis, risk assessment, and industry research.
• Collaborate with Commercial Relationship Managers and Credit Analysts to support client needs and develop customized financial solutions.
• Analyze financial statements and assess borrower risk profiles to support lending decisions.
• Contribute to the preparation of internal credit presentations and documentation.
• Support the onboarding and servicing of commercial members
• Learn and apply the fundamentals of Cambrian Commercial products and service offerings to effectively communicate their features and benefits to members and co-workers.

Your Education & Experience:

• Post-secondary education in commerce, finance, economics, accounting, marketing, or business administration preferred.
• Proven track record in reading and interpreting financial statements
• Strong commitment to accuracy, member focus and results focus
• Proficient in PC applications of Outlook, Word & Excel.
• Ability to work well in a diverse environment with multiple and often changing priorities.
• Strong analytical, communication, and interpersonal skills
• Self-motivated and able to work independently as well as collaboratively in a team environment.
• Demonstrated interest in financial services and commercial banking.

Cambrian Values

The Commercial Services Administrator consistently displays Cambrian’s core values as follows:

• Integrity & Honesty: Anticipates and adapts behaviours consistent with integrity and honesty. Listens to and considers differing perspectives respectfully; interacts with others fairly and objectively.
• Member Focused: Anticipates and adapts to member needs; takes responsibility for working with members to identify and solve issues and ensure satisfaction.
• Community Involvement: Sets an example to others by attending or participating in organizational and community events and initiatives. Involved in organizational committees to promote awareness and involvement.
• Competitive: Sets an example to others by exceeding expectations. Identifies potential obstacles to reaching goals and develops ways to overcome them
• Innovative Spirit: Identifies opportunities to improve on technologies and processes. Identifies ways to assist others in adapting to change and communicates about change in a positive way.

Cambrian Credit Union would like to thank all applicants for their interest, however, only those selected for an interview will be contacted.

Note: Cambrian Credit Union is an equal-opportunity employer. We welcome and encourage applications from individuals with diverse backgrounds, abilities, and experiences. Accommodations are available on request for candidates taking part in all aspects of the selection process.